HUDSON EDGE INVESTMENT PARTNERS INC.

CIK

740272

Location

JERSEY CITY, NJ

Portfolio Value

Micro $14,648,119

Diversification

Diversified

Filing Date

Global Rank

#1,955 / 8,232 ▲ 98

Top Industry

Semiconductors 12.4%

3Y Alpha vs SPY

-6.3%

Period ended 3 months ago

Filed Apr 27, 2026 · 49d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+48.5%

SPY

+74.2%

Annualised alpha

-6.2%

Max drawdown

−17.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

92 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.2%

+1.9 pts

Top 5

42.5%

+0.2 pts

Top 10

49.3%

−2.3 pts

HHI

447

Diversified+10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.0%	$180,531,642	14
Financial Services	17.5%	$117,437,318	17
Industrials	15.7%	$104,963,636	18
Healthcare	14.7%	$98,178,225	10
Consumer Defensive	5.7%	$37,868,372	6
Energy	4.3%	$28,948,107	5
Real Estate	3.7%	$25,017,480	7
Communication Services	3.7%	$24,950,099	4
Consumer Cyclical	3.4%	$22,642,341	6
Utilities	2.2%	$14,648,119	2
Basic Materials	1.2%	$7,778,361	2
Unclassified	1.0%	$6,634,508	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
INFY	Infosys Ltd	+1,607,300	4,452,990	$60,159,894
HDB	Hdfc Bank Ltd	+538,200	2,033,200	$50,586,016
ICLR	Icon PLC	+58,554	319,003	$35,300,871
AHCO	AdaptHealth Corp.	+52,043	113,679	$1,352,780
RYAAY	Ryanair Holdings PLC	+27,700	977,250	$56,485,050
KHC	Kraft Heinz Co	+26,466	285,939	$6,430,768
CMCSA	Comcast Corp	+24,602	254,002	$7,292,397
O	Realty Income Corp	+21,919	119,043	$7,283,050
FISV	Fiserv Inc	+18,483	118,898	$6,634,508
GPC	Genuine Parts Co	+17,422	70,856	$7,493,022
MDT	Medtronic plc	+14,154	89,509	$7,755,954
CVS	CVS HEALTH Corp	+10,690	104,865	$7,531,404
HBAN	Huntington Bancshares Inc /Md/	+8,501	470,518	$7,363,606
UDR	UDR, Inc.	+8,426	227,336	$7,679,410
ACN	Accenture plc	+7,997	38,787	$7,691,074
DG	Dollar General Corp	+7,589	65,192	$7,740,246
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+6,840	242,343	$81,899,816
IBM	International Business Machines Corp	+5,782	28,281	$6,855,031
OMC	Omnicom Group Inc.	+5,413	90,776	$6,836,340
SJM	J M SMUCKER Co	+5,225	77,662	$7,489,723
MGRC	Mcgrath Rentcorp	+4,291	7,713	$850,589
ROCK	Gibraltar Industries, Inc.	+4,111	21,691	$864,820
IOSP	Innospec Inc.	+4,057	8,373	$611,396
STAG	STAG Industrial, Inc.	+4,016	22,702	$818,634
OLLI	Ollie's Bargain Outlet Holdings, Inc.	+3,763	10,382	$955,559
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMCR	Amcor plc	−486,080	118,545	$4,712,163
BMY	Bristol Myers Squibb Co	−29,888	138,879	$8,423,011
OSBC	Old Second Bancorp Inc	−26,159	32,082	$646,773
MPC	Marathon Petroleum Corp	−24,111	7,253	$1,771,037
EXLS	ExlService Holdings, Inc.	−17,596	5,915	$180,111
COP	Conocophillips	−16,204	65,408	$8,633,856
NSA	National Storage Affiliates Trust	−15,657	4,221	$159,300
IBCP	Independent Bank Corp /Mi/	−13,676	20,979	$698,600
C	Citigroup Inc	−12,165	75,164	$8,524,349
AMAT	Applied Materials Inc /De	−10,834	17,044	$5,825,468
PRGS	Progress Software Corp /Ma	−10,446	15,180	$389,367
PRG	PROG Holdings, Inc.	−9,130	10,388	$298,031
WHD	Cactus, Inc.	−9,069	18,285	$866,160
EOG	Eog Resources Inc	−8,360	58,110	$8,400,962
JNJ	Johnson & Johnson	−7,998	35,708	$8,728,463
NMIH	NMI Holdings, Inc.	−7,922	12,787	$479,640
DUK	Duke Energy CORP	−7,580	55,737	$7,298,202
AEP	American Electric Power Co Inc	−7,077	56,072	$7,349,917
NUE	Nucor Corp	−5,014	42,383	$7,166,965
LMT	Lockheed Martin Corp	−3,735	13,074	$7,901,794
RRX	Regal Rexnord Corp	−2,543	4,639	$868,699
MKSI	Mks Inc	−2,497	3,813	$876,265
HUBB	Hubbell Inc	−1,920	15,144	$7,431,766
BRC	Brady Corp	−1,849	12,763	$1,036,866
MET	Metlife Inc	−1,837	100,066	$7,076,667
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
PEP	Pepsico Inc	49,608	$7,703,626
ADBE	Adobe Inc.	27,079	$6,582,363
ST	Sensata Technologies Holding plc	26,994	$950,728
LFUS	Littelfuse Inc /De	2,577	$874,504
BLBD	Blue Bird Corp	14,668	$832,995
LXP	LXP Industrial Trust	17,936	$829,719
HR	Healthcare Realty Trust Inc	46,481	$789,712
VSNT	Versant Media Group, Inc.	9,049	$334,993
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
HSY	Hershey Co	34,271	$6,236,636
AVA	Avista Corp	4,538	$174,894
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $14,648,119 total · Utilities only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
AEP	American Electric Power Co Inc Utilities	Reduced	56,072	-7,077	$7,349,917	+0.9%	50.18%
DUK	Duke Energy CORP Utilities	Reduced	55,737	-7,580	$7,298,202	−1.7%	49.82%